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Goldman Sachs Analyzes Nvidia’s ’Circular Revenue’ Dynamics Amid AI Funding Boom
Goldman Sachs Analyzes Nvidia’s ’Circular Revenue’ Dynamics Amid AI Funding Boom
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BTCCSquare news:
Nvidia's strategic investments in AI startups like OpenAI are drawing scrutiny as analysts debate whether GPU sales to these companies create self-reinforcing revenue cycles. Goldman Sachs estimates OpenAI may require $75 billion in financing by 2026 to build infrastructure relying heavily on Nvidia chips, with Oracle's recent $18 billion debt raise signaling strong market appetite.
The analysis comes as AMD secures a competing deal with ChatGPT Maker OpenAI, potentially diluting Nvidia's early-mover advantage. Market focus now shifts to whether these capital-intensive AI ventures can convert infrastructure spending into profitable operations before funding conditions tighten.
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